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Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
+9.54%
3Y annualised
-0.69% 1D
NAV: 20 Mar '26
₹16.09
Min. for SIP
₹500
Fund size
₹26.58 Cr
Expense ratio
0.61%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹29,706 | -0.98% | |
| 1 year | ₹60,000 | ₹60,534 | +0.89% | |
| 3 years | ₹1,80,000 | ₹2,02,694 | +12.61% | |
| 5 years | ₹3,00,000 | ₹3,57,486 | +19.16% |
Holdings (46)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 19.41% |
| GOI | Sovereign | GOI Sec | 18.85% |
| GOI | Sovereign | GOI Sec | 8.79% |
| HDFC Bank Ltd. | Financial | Debenture | 7.80% |
| GOI | Sovereign | GOI Sec | 3.74% |
| Rajasthan State | Others | SDL | 3.02% |
| GOI | Sovereign | GOI Sec | 2.92% |
| HDFC Bank Ltd. | Financial | Equity | 2.00% |
| ICICI Bank Ltd. | Financial | Equity | 1.82% |
| State Bank of India | Financial | Equity | 1.28% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.22% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.16% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.07% |
| Bharti Airtel Ltd. | Communication | Equity | 1.06% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.02% |
| Max Financial Services Ltd. | Financial | Equity | 1.01% |
| Bajaj Finance Ltd. | Financial | Equity | 0.94% |
| Ultratech Cement Ltd. | Construction | Equity | 0.90% |
| Axis Bank Ltd. | Financial | Equity | 0.89% |
| The Federal Bank Ltd. | Financial | Equity | 0.85% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.66% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.65% |
| Bajaj Auto Ltd. | Automobile | Equity | 0.63% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.59% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.59% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.51% |
| Bank of Maharashtra | Financial | Equity | 0.47% |
| Bank Of Baroda | Financial | Equity | 0.47% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.47% |
| Tech Mahindra Ltd. | Technology | Equity | 0.36% |
| Avenue Supermarts Ltd. | Services | Equity | 0.35% |
| Infosys Ltd. | Technology | Equity | 0.34% |
| Vinati Organics Ltd. | Chemicals | Equity | 0.34% |
| SBFC Finance Ltd. | Financial | Equity | 0.33% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.32% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 0.31% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.31% |
| Whirlpool Of India Ltd. | Consumer Discretionary | Equity | 0.24% |
| Eternal Ltd. | Services | Equity | 0.23% |
| NTPC Ltd. | Energy | Equity | 0.23% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.21% |
| Cipla Ltd. | Healthcare | Equity | 0.16% |
| Praj Industries Ltd. | Capital Goods | Equity | 0.16% |
| H.G. Infra Engineering Ltd. | Construction | Equity | 0.13% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.11% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.06% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.3% | +9.5% | +6.9% | +7.0% |
| Category average (Hybrid Conservative Hybrid) | +5.5% | +9.1% | +8.0% | -- |
| Rank (Hybrid Conservative Hybrid) | 5 | 15 | 25 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Parag Parikh Conservative Hybrid Fund Direct Growth | +7.01% | +11.55% | 3,354.03 | |
ICICI Prudential Regular Savings Fund Direct Growth | +6.44% | +10.51% | 3,340.64 | |
DSP Regular Savings Fund Direct Growth | +4.47% | +10.17% | 184.49 | |
HDFC Hybrid Debt Fund Direct Growth | +4.09% | +9.88% | 3,340.06 | |
Nippon India Conservative Hybrid Fund Direct Growth | +8.88% | +9.77% | 947.83 | |
| Compare | ||||
Fund management
MSMohit SharmaOct 2024 - PresentView details
MS
Mohit Sharma
Oct 2024 - Present
View details
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth
Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,35,493 Cr and the Latest NAV as of 20 Mar 2026 is ₹16.09.
The Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.
Fund benchmarkCRISIL Short Term Debt Hybrid 75+25 Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,35,493.48 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,